Our Firm

Our Firm

Washington Trust Wealth Management is one of the premier wealth management firms in the region. Our parent company, The Washington Trust Company, was founded in 1800 and is recognized as the oldest community bank in the nation.

Our Promise

We promise to deliver sound, informed advice and a broad range of wealth management solutions to help our clients achieve their lifetime financial goals.

Our Team

Our team of more than 100 highly credentialed professionals hold one or more of the following designations: JD, CPA, CFA®, CFP®, RLP®, MST, MSFP, MSPFP, CLU®, and MBA.

By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.

By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.

Weston Financial

A part of Washington Trust Wealth Management, Weston Financial is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Founded in 1979, Weston has $1.9 billion in assets under management*.

Halsey Associates

A part of Washington Trust Wealth Management, Halsey Associates is an SEC-registered investment advisor headquartered in New Haven, Connecticut. Founded in 1967, Halsey has $1 billion in assets under management*.

Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency